Manage the processing of loans and distributions for retirement plans while ensuring accuracy and compliance. Coordinate with recordkeepers and participants to resolve issues and maintain up-to-date documentation.
Strongpoint Partners
12 Remote Job Openings at Strongpoint Partners
Retirement Plan Manager; 3(16) Services
Strongpoint Partners
·
Full Time
·
7 days ago
Strongpoint Partners
Act as the primary point of contact for 3(16) fiduciary clients, managing delegated responsibilities such as contribution monitoring and participant notices. Partner with internal teams and sponsors to ensure ERISA compliance and accurate execution of fiduciary actions.
Manage all aspects of ERISA compliance for qualified retirement plans, focusing on Form 5500 filings and annual testing. Coordinate with plan sponsors and auditors to ensure adherence to DOL and IRS requirements.
Team Lead, MEP/PEP Administration, (PFS)
Strongpoint Partners
·
Full Time
·
12 days ago
Strongpoint Partners
Manage a portfolio of 65–75 qualified retirement plans from start to finish, including complex compliance testing and trust accounting. Provide leadership, oversight, and mentorship to a Retirement Plan Administrator to ensure quality and efficiency.
Retirement Plan Compliance Analyst, (RPA)
Strongpoint Partners
·
Full Time
·
a month ago
Strongpoint Partners
Perform full A-Z administration for a caseload of defined contribution retirement plans, including compliance testing and year-end valuations. Manage participant transactions and prepare necessary IRS and government filings.
Retirement Plan Onboarding Administrator, (HSR)
Strongpoint Partners
·
Full Time
·
a month ago
Strongpoint Partners
Manage the onboarding process and first year of administration for new retirement plan clients. Perform compliance testing, complete plan documents, and provide administrative guidance to ensure a smooth transition to ongoing service.
Retirement Plan Administrator, (UBP)
Strongpoint Partners
·
Full Time
·
a month ago
Strongpoint Partners
Manage full-cycle operations for 401(k) and cross-tested retirement plans, including compliance testing and year-end valuations. Handle participant transactions, government filings, and provide professional guidance to clients on plan administration.
Director of TPA Operations & Strategic Partnerships
Strongpoint Partners
·
Full Time
·
a month ago
Strongpoint Partners
Lead the administration and strategic growth of a defined contribution retirement plan practice, overseeing operations and partner firm support. Manage high-level client and advisor relationships while building the necessary infrastructure and team to support long-term scalability.
Independently manage and administer a caseload of retirement plans while ensuring compliance with ERISA regulations. Perform complex tasks such as compliance testing, annual valuations, and the preparation of Form 5500s.
The Enrolled Actuary will deliver actuarial and consulting services, including compliance testing, government reporting, and plan design guidance. They will interpret valuation results and collaborate with internal teams to ensure accurate plan administration and strategic optimization.
National Account Manager | Retirement Plans
Strongpoint Partners
·
Full Time
·
3 months ago
Strongpoint Partners
The National Account Manager will build and manage relationships with key decision-makers across RIA and Broker-Dealer firms, driving sales growth and expanding market share. They will also develop strategic account plans and monitor industry trends to provide insights to internal stakeholders.
Enrolled Actuary/Defined Benefit Administrator
Strongpoint Partners
·
Full Time
·
6 months ago
Strongpoint Partners
The Enrolled Actuary will perform compliance testing and government reporting while providing guidance on plan design and contribution structures. They will also manage a caseload of Defined Benefit plans and maintain industry knowledge.
